Project Overview:
Our client has a small team of accountants who need to produce detailed long-form responses to a questionnaire, which will then be used to generate a "Summary of Situation/Report." 1) data is taken from Pipedrive to form 2) accountant completes responses in form 3) Generative AI is used to help prompt the accountant to answer questions more thoroughly/accurately + provides suggested responses.
Current Challenges:
– Inconsistent quality and thoroughness of reports due to varying levels of experience among accountants.
– Significant time spent by senior accountants correcting reports.
Project Requirements:
– Integration: Transfer starting data (such as company name and business name) from Pipedrive into the questionnaire. Accountants will then provide detailed responses in the user form.
– User Form: Implement a user-friendly and dynamic form, ideally using Microsoft Forms, for accountants to answer questions.
– Generative AI: Use AI to prompt and assist accountants in answering questions, leveraging the expertise of senior accountants to improve response quality.
– Report Generation:Compile the submitted responses into a report format
Technical Preferences:
– The client has a Microsoft Power Automate subscription and experience with RPA projects.
– We are open to using RPA, Zapier, or other integration tools.
– Willing to use ChatGPT-4 APITokens for API integration, provided the solution is secure and data is siloed.
Requirements for the Role:
– Expertise in Generative AI and solution architecture.
– Strong familiarity with Microsoft Power Platform, Power Automate, and integration tools.
– Experience ensuring data security and siloing in AI solutions.
Application Requirements:
To start your application, please
1. provide a VERY HIGH LEVEL proposed solution architecure for this project, outlining the applications and tools you migh use.
2. Explain how you would ensure that the client’s data remains secure and siloed.
3.Provide an overview of any relevant examples of similar projects you have completed.
We are looking to establish a long-term relationship with the right candidate for ongoing projects. If you have the necessary skills and experience, please respond with your proposed approach and relevant background.
Hourly Range: $20.00-$45.00
Posted On: June 29, 2024 16:03 UTC
Category: AI Integration
Skills:Chatbot Integration, ChatGPT
Country: Australia
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